ASST vs. GDE
ASST (Asset Entities Inc. Class B Common Stock) is a stock, while GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) is Gold fund actively managed by WisdomTree. Over the past 3 years, ASST returned -47.18%/yr vs 46.68%/yr for GDE. At a 0.13 correlation, their price movements are largely independent.
Performance
ASST vs. GDE - Performance Comparison
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Returns By Period
In the year-to-date period, ASST achieves a -0.14% return, which is significantly lower than GDE's 9.79% return.
ASST
- 1D
- -8.56%
- 1M
- -9.87%
- YTD
- -0.14%
- 6M
- -29.81%
- 1Y
- -89.47%
- 3Y*
- -47.18%
- 5Y*
- —
- 10Y*
- —
GDE
- 1D
- -1.35%
- 1M
- 1.88%
- YTD
- 9.79%
- 6M
- 11.87%
- 1Y
- 53.13%
- 3Y*
- 46.68%
- 5Y*
- —
- 10Y*
- —
ASST vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ASST Asset Entities Inc. Class B Common Stock | -0.14% | 50.46% | -84.65% | -82.00% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 9.79% | 73.76% | 44.79% | 22.62% |
Correlation
The correlation between ASST and GDE is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Feb 6, 2023 | 0.13 |
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Return for Risk
ASST vs. GDE — Risk / Return Rank
ASST
GDE
ASST vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Asset Entities Inc. Class B Common Stock (ASST) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ASST | GDE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.42 | ||
| Sortino ratioReturn per unit of downside risk | -3.26 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.34 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.93 | 2.36 | -3.29 |
| Martin ratioReturn relative to average drawdown | -1.15 | 7.34 | -8.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ASST | GDE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.54 | 1.88 | -2.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.19 | 1.15 | -1.34 |
Drawdowns
ASST vs. GDE - Drawdown Comparison
The maximum ASST drawdown since its inception was -97.98%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for ASST and GDE.
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Drawdown Indicators
| ASST | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.98% | -32.01% | -65.97% |
Max Drawdown (1Y)Largest decline over 1 year | -95.98% | -22.66% | -73.32% |
Max Drawdown (3Y)Largest decline over 3 years | -97.25% | -22.66% | -74.59% |
Current DrawdownCurrent decline from peak | -95.85% | -11.17% | -84.68% |
Average DrawdownAverage peak-to-trough decline | -84.09% | -7.88% | -76.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 77.76% | 7.26% | +70.50% |
Volatility
ASST vs. GDE - Volatility Comparison
Asset Entities Inc. Class B Common Stock (ASST) has a higher volatility of 23.94% compared to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) at 6.65%. This indicates that ASST's price experiences larger fluctuations and is considered to be riskier than GDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ASST | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.94% | 6.65% | +17.29% |
Volatility (6M)Calculated over the trailing 6-month period | 81.76% | 24.24% | +57.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 165.43% | 28.39% | +137.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 323.23% | 26.12% | +297.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 323.23% | 26.12% | +297.11% |
Dividends
ASST vs. GDE - Dividend Comparison
ASST has not paid dividends to shareholders, while GDE's dividend yield for the trailing twelve months is around 3.94%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
ASST Asset Entities Inc. Class B Common Stock | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 3.94% | 4.32% | 7.14% | 2.22% | 0.81% |
Frequently Asked Questions
ASST and GDE have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ASST has higher volatility (23.94%) compared to GDE (6.65%). In terms of maximum drawdown, ASST dropped -97.98% vs GDE's -32.01%.
GDE currently has the higher Sharpe Ratio (1.88 vs -0.54), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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